Sr. Portfolio Advisor II
Northern Trust(1 month ago)
About this role
Manages fee-producing investment accounts for high-net-worth individuals and personal trusts, overseeing large and complex portfolios that require advanced technical investment expertise. Delivers a Goals Driven client experience and coordinates a broad suite of investment solutions with the wider client service team. The role also contributes to market growth by generating and supporting new business and referrals.
Required Skills
- Investment Management
- Portfolio Management
- Client Relationships
- Business Development
- Financial Analysis
- Risk Management
- Negotiation
- Leadership
- Research
- Portfolio Strategy
About Northern Trust
northerntrust.comGuided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.
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